Vertiv Logs $15B AI-Driven Backlog, Shares Jump 39% on Estimate Upgrades
Vertiv Holdings reported a $15 billion backlog driven by AI infrastructure orders, signaling strong demand in data center cooling and power solutions. Shares have surged 39% over the past four weeks as seven analysts raised fiscal 2026 EPS estimates by $0.96 to a $6.17 consensus.
1. AI-Driven Backlog
Vertiv’s order backlog stood at $15 billion as of early 2026, driven primarily by accelerated orders for AI and data center cooling and power management solutions.
2. Share Performance and Estimate Upgrades
Shares have rallied 39% over the last four weeks, propelled by seven analysts raising their fiscal 2026 EPS forecasts by $0.96 to a consensus of $6.17 per share.
3. Zacks Rankings and Style Scores
Vertiv holds a Zacks #2 (Buy) rank with a Momentum Style Score of A and a combined VGM Score of B, reflecting strong earnings revisions and price trend performance.
4. Industry Recognition and Conference Presentation
Vertiv was featured among four under-the-radar AI infrastructure plays and delivered strategic updates at Barclays’ 43rd Annual Industrial Select Conference, underscoring its role in the AI ecosystem.